CRM Basic Data — Exercises

Main Exercise

Purpose: The purpose of this exercise is to learn how to set up CRM basic data. CRM basic data are specified in several tabs, where some tabs are used to enter basic data to be used on customer and some other tabs used to enter data for CRM objects such as opportunity etc. If the CRM component is installed, when you open up the window you will see all tabs. Make sure to save the information you have entered before changing to another tab.

Windows:
CRM Basic Data

       CRM and SRM Basic Data

Customer Sources

  1. Open the CRM Basic Data window.
  2. Click the Customer Sources tab.
  3. Add new record (F5).
  4. Enter the source ID and the description.
  5. Save (F12).

Potential

  1. Open the CRM Basic Data window.
  2. Click the Potential tab.
  3. Add new record (F5).
  4. Enter the potential ID and the description.
  5. Save (F12).

Loyalty

  1. Open the CRM Basic Data window.
  2. Click the Loyalty tab.
  3. Add new record (F5).
  4. Enter the loyalty ID and the description.
  5. Save (F12).

Opportunity Types

  1. Open the CRM Basic Data window.
  2. Click the Opportunity Types tab.
  3. Add new record (F5).
  4. Enter the opportunity type and the description.
  5. Save (F12).

Opportunity Stages

  1. Open the CRM Basic Data window.
  2. Click the Opportunity Stages tab.
  3. Add new record (F5).
  4. Enter the stage ID and the description.
  5. Save (F12).

Opportunity Sources

  1. Open the CRM Basic Data window.
  2. Click the Opportunity Sources tab.
  3. Add new record (F5).
  4. Enter the source ID and the description.
  5. Save (F12).

Opportunity Probability

  1. Open the CRM Basic Data window.
  2. Click the Opportunity Probability tab.
  3. Add new record (F5).
  4. Enter the opportunity type and the description.
  5. Save (F12).

Representative Role

  1. Open the CRM and SRM Basic Data window.
  2. Click the Representative Roles tab.
  3. Add new record (F5).
  4. Enter the representative Role ID and the description.
  5. Save (F12).

Representative

  1. Open the CRM and SRM Basic Data window.
  2. Click the Representative tab.
  3. Add new record (F5).
  4. Enter the representative ID and name.
  5. Optionally, select a representative role.
  6. Optionally, define what prefix to use for the different objects when created by the representative.
  7. If you want block it from usage for some reason, select the Blocked for Use check box.
  8. Save (F12).

Representative Group

  1. Open the CRM and SRM Basic Data window.
  2. Click the Representative Group tab.
  3. Click on the Representative Group field on the header level.
  4. Add new record (F5).
  5. Enter the representative group and the description.
  6. Optionally, define what prefix to use for the different objects when created by a member of the group.
  7. Save (F12).
  8. Click on the table area and add new record (F5) to enter representative for the group.
  9. Enter the representative ID. Note that the Main Representative check box is automatically selected. You cannot clear the box but you can specify other representative as the main representative.
  10. Save (F12).

Activity Types

  1. Open the CRM and SRM Basic Data window.
  2. Click the Activity Types tab.
  3. Add new record (F5).
  4. Enter the activity type and the description.
  5. Save (F12).

Activity Priority

  1. Open the CRM and SRM Basic Data window.
  2. Click the Activity Priority tab.
  3. Add new record (F5).
  4. Enter the activity priority and the description.
  5. Save (F12).

Personal Interests

  1. Open the CRM Basic Data window.
  2. Click the Personal Interests tab.
  3. Add new record (F5).
  4. Enter the interest ID and the description.
  5. Save (F12).

Campaign Interests

  1. Open the CRM Basic Data window.
  2. Click the Campaign Interests tab.
  3. Add new record (F5).
  4. Enter the interest ID and the description.
  5. Save (F12).

Power of Decisions

  1. Open the CRM Basic Data window.
  2. Click the Power of Decisions tab.
  3. Add new record (F5).
  4. Enter the Decision Power Type and the description.
  5. Save (F12).

Departments

  1. Open the CRM and SRM Basic Data window.
  2. Click the Departments tab.
  3. Add new record (F5).
  4. Enter the department ID and the description.
  5. Save (F12).

Marketing Campaign Type

  1. Open the CRM Basic Data window.
  2. Click the Marketing Campaign Type tab.
  3. Add new record (F5).
  4. Enter the campaign type and the description.
  5. Save (F12).

Lead Stages

  1. Open the CRM Basic Data window.
  2. Click the Lead Stages tab.
  3. Add new record (F5).
  4. Enter the stage ID and the description.
  5. Save (F12).

Employee Count

  1. Open the CRM Basic Data window.
  2. Click the Employee Count tab.
  3. Add new record (F5).
  4. Enter the employee count ID and the description.
  5. Save (F12).